Leonard Aaron Williamson
Investment adviser representative at Apex Wealth Advisors LLC
10 yearsExperience
2 statesRegistered in
$122.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Alexander Capital, L.P.May 2025 to now
- Apex Wealth Advisors, LLCAug 2021 to now
- Great Point Capital, LLCMay 2021 to May 2025
- Emerson Equity LLCAug 2020 to May 2021
- Simplicity Wealth LLCMay 2019 to Aug 2020
- Simplicity Financial MarketingJan 2018 to Aug 2020
- Cantor Fitzgerald & Co.Jan 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Apex Wealth Advisors LLC
$122.2MAssets managed
223Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6482442
- Firm CRD
- 316564